EM
Eric Myers Portfolio
Invests via Carrera Capital Advisors | Managed by Carrera Capital Advisors
Invests via Carrera Capital Advisors
Managed by Carrera Capital Advisors
Automatically Tracked
Eric Myers Profile
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Investment Philosophy & Strategy
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
10.48%
Gain
Monthly
0.41%
Yearly
5%
Drawdown
14.74%
$659.05M
Equity
Holdings
$659.05M
Investment
$605.93M
$89.01M
Profit -$366,621.13
Realized
$35.89M
Unrealized
$53.12M
Dividends
$34.02M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$366,621.13
Win %
75%
This Week
Compared To Last Week
Gain
0.66%
Profit
$4.3M
Win %
75%
This Month
Compared to last month
Gain
1.1%
Profit
$7.15M
Win %
75%
This Year
Compared to last year
Gain
1.72%
Profit
$11.1M
Win %
75%
ATAI AtaiBeckley Inc.
+32.74%
+$241,417.8 
GNL Global Net Lease, Inc.
+5.5%
+$8,595.58 
IHI iShares U.S. Medical Devices ETF
+4.16%
+$10,267.1 
SYK Stryker Corporation
+3.99%
+$96,391.21 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.42%
+$5,174.2 
FOSL Fossil Group Inc.
+3.37%
+$1,359.18 
MRK Merck & Co., Inc.
+3.2%
+$7,393.32 
BJ BJ's Wholesale Club Holdings, Inc.
+3.12%
+$7,362.01 
T AT&T Inc.
+2.89%
+$4,818.64 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.85%
+$574,805.55 
GILD Gilead Sciences Inc.
+2.76%
+$5,463.15 
VZ Verizon Communications Inc.
+2.67%
+$11,188.94 
KRE SPDR S&P Regional Banking ETF
+2.59%
+$382,434.2 
KO The Coca-Cola Company
+2.59%
+$15,995.42 
COST Costco Wholesale Corporation
+2.52%
+$27,767.14 
ABUS Arbutus Biopharma Corporation
+2.52%
+$28,998.28 
VTR Ventas Inc.
+2.42%
+$177,820.2 
MA Mastercard Incorporated
+2.41%
+$7,566.42 
INFU InfuSystem Holdings Inc.
+2.33%
+$4,249.98 
ASO Academy Sports and Outdoors, Inc.
+2.31%
+$5,090.14 
FITB Fifth Third Bancorp
+2.27%
+$14,919.99 
KT KT Corporation
+2.19%
+$4,668.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.11%
+$528,758 
SCHH Schwab U.S. REIT ETF
+2.08%
+$10,034.5 
SR Spire Inc.
+2.01%
+$3,715.88 
V Visa Inc. Class A
+2%
+$11,404.42 
EXC Exelon Corporation
+1.97%
+$4,689 
WMT Walmart Inc.
+1.96%
+$7,515.2 
PSA Public Storage Common Stock
+1.93%
+$5,144.94 
SCHD Schwab U.S. Dividend Equity ETF
+1.92%
+$16,816.88 
VNQ Vanguard Real Estate ETF
+1.89%
+$15,495.6 
UL Unilever PLC Sponsored American Depositary Receipt
+1.87%
+$4,347 
PG Procter & Gamble Co
+1.78%
+$5,751.8 
SYY Sysco Corporation
+1.69%
+$7,341.28 
AAPL Apple Inc.
+1.68%
+$83,052.72 
MSFT Microsoft Corp.
+1.63%
+$46,612.72 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$5,073.51 
TUR iShares MSCI Turkey ETF
+1.52%
+$5,449.83 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.49%
+$40,454.89 
EIDO iShares MSCI Indonesia ETF
+1.46%
+$25,272.28 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+1.44%
+$24,883.67 
JNJ Johnson & Johnson
+1.32%
+$63,865.67 
CVX Chevron Corporation
+1.24%
+$51,324.37 
HD The Home Depot, Inc.
+1.22%
+$3,444.5 
ET Energy Transfer L.P.
+1.1%
+$19,946.96 
RKT Rocket Companies, Inc. Class A
+1.04%
+$3,130.74 
POR Portland General Electric Company
+1%
+$25,501.32 
UWMC UWM Holdings Corporation
+0.98%
+$11,013.12 
CRK Comstock Resources Inc.
+0.92%
+$11,281.08 
HON Honeywell International Inc.
+0.91%
+$1,737.45 
XOM Exxon Mobil Corporation
+0.9%
+$15,370.41 
LLY Eli Lilly and Company
+0.9%
+$8,686.04 
COP ConocoPhillips
+0.85%
+$41,152.1 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.82%
+$42,859.8 
DTE DTE Energy Company
+0.79%
+$4,593.6 
EPHE iShares MSCI Philippines ETF
+0.76%
+$23,108.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$99,560.71 
FXI iShares China Large-Cap ETF
+0.7%
+$58,513.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$8,272.06 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$2,418.16 
EWM iShares MSCI Malaysia ETF
+0.59%
+$52,716.84 
VFLO VictoryShares Free Cash Flow ETF
+0.59%
+$2,108.12 
OVV Ovintiv Inc.
+0.57%
+$15,519.41 
WFC Wells Fargo & Company
+0.53%
+$4,940.62 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$11,007.84 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$2,971.43 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$2,872.51 
BRK-A Berkshire Hathaway Inc.
+0.38%
+$2,774.8 
ILCV iShares Morningstar Value ETF
+0.32%
+$1,113.09 
LUV Southwest Airlines Co.
+0.21%
+$4,265.1 
ALL Allstate Corporation
+0.2%
+$579.36 
MDY SPDR S&P MidCap 400 ETF Trust
+0.18%
+$1,374.67 
DRH DiamondRock Hospitality Company
+0.16%
+$5,095.98 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$2,879.88 
CMS CMS Energy Corporation
+0.15%
+$472.23 
EQT EQT Corporation
+0.1%
+$229 
JBBB Janus Henderson B-BBB CLO ETF
+0.07%
+$201.04 
NEE NextEra Energy, Inc.
+0.05%
+$3,726.12 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$219.09 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,891.31 
VPU Vanguard Utilities ETF
+0.02%
+$45.84 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$420.3 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$25.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,690.42 
AMX América Móvil, S.A.B. de C.V.
0%
$0 
PCMM
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
TGB Taseko Mines Ltd.
-7.46%
-$249,623.46 
RIVN Rivian Automotive, Inc.
-5.96%
-$109,739.68 
HBM Hudbay Minerals Inc.
-5.94%
-$157,291.65 
SILJ Amplify Junior Silver Miners ETF
-5.16%
-$11,043.76 
LRCX Lam Research Corporation
-5.1%
-$18,786.77 
MS Morgan Stanley
-5%
-$18,351.94 
GS The Goldman Sachs Group, Inc.
-4.85%
-$22,527.68 
SOXX iShares Semiconductor ETF
-4.77%
-$20,121.08 
URA Global X Uranium ETF
-4.77%
-$32,865.3 
AVGO Broadcom Inc.
-4.59%
-$27,041.4 
GOOG Alphabet Inc
-4.45%
-$15,949.73 
GOOGL Alphabet Inc
-4.43%
-$108,750.67 
URNM Sprott Uranium Miners ETF
-4.29%
-$83,171.36 
CAT Caterpillar Inc.
-4.18%
-$55,180.31 
GDXJ VanEck Junior Gold Miners ETF
-4.16%
-$213,305.22 
SLV iShares Silver Trust
-3.81%
-$220,579.56 
ARDX Ardelyx Inc.
-3.8%
-$38,477.29 
TXN Texas Instruments Inc
-3.54%
-$16,576.3 
PPLT abrdn Physical Platinum Shares ETF
-3.29%
-$43,815 
VALE Vale S.A.
-3.1%
-$6,824.55 
MT ArcelorMittal S.A.
-3.08%
-$223,922.4 
AMAT Applied Materials, Inc.
-2.96%
-$11,042.39 
NVDA NVIDIA Corporation
-2.84%
-$58,292.01 
META Meta Platforms Inc Class A
-2.72%
-$22,946.2 
BWA BorgWarner Inc.
-2.62%
-$143,729.04 
NMR Nomura Holdings Inc. Sponsored ADR
-2.44%
-$141,011.95 
PWB Invesco Large Cap Growth ETF
-2.37%
-$11,532.62 
EEM iShares MSCI Emerging Markets ETF
-2.34%
-$7,415.59 
VONG Vanguard Russell 1000 Growth Fund
-2.23%
-$5,404.52 
IWF iShares Russell 1000 Growth ETF
-2.19%
-$9,849.6 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$45,583.12 
VGT Vanguard Information Technology ETF
-2.15%
-$7,615.2 
BSAC Banco Santander-Chile ADR
-2.02%
-$61,430.52 
GLD SPDR Gold Shares
-1.97%
-$7,435.43 
IAU iShares Gold Trust
-1.93%
-$4,693.71 
AVEM Avantis Emerging Markets Equity ETF
-1.92%
-$188,387.27 
ENIC Enel Chile S.A.
-1.9%
-$3,077.34 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$34,593.37 
CPA Copa Holdings S.A.
-1.86%
-$104,436.75 
RNW Renew Energy Global Plc
-1.86%
-$1,953.13 
E Eni S.p.A. Sponsored ADR
-1.8%
-$4,778.4 
IWP iShares Russell Mid-Cap Growth ETF
-1.69%
-$3,744.6 
PTEN Patterson-UTI Energy Inc.
-1.68%
-$49,511.39 
ILF iShares Latin America 40 ETF
-1.67%
-$250,557.1 
SAN Banco Santander S.A. Sponsored ADR
-1.59%
-$2,249.94 
BKR Baker Hughes Company
-1.51%
-$41,442.15 
EC Ecopetrol S.A. Sponsored ADR
-1.47%
-$35,818.23 
CQQQ Invesco China Technology ETF
-1.47%
-$58,915.04 
EZA iShares MSCI South Africa ETF
-1.43%
-$16,491.02 
SCHF Schwab International Equity ETF
-1.35%
-$28,153.67 
AMZN Amazon.com Inc
-1.32%
-$27,827.6 
AMG Affiliated Managers Group Inc.
-1.29%
-$45,019.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$10,367.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$236,941.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$8,602.56 
RTX RTX Corporation
-1.24%
-$4,576.22 
RES Rpc Inc.
-1.19%
-$24,410.54 
BLK BlackRock, Inc.
-1.16%
-$2,770.35 
JKS JinkoSolar Holding Co., Ltd. ADR
-1.13%
-$12,268.8 
TMFC Motley Fool 100 Index ETF
-1.09%
-$4,816 
TSLA Tesla, Inc.
-1.05%
-$9,627.01 
JPM JPMorgan Chase & Co.
-1.03%
-$75,190.74 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$308,259.56 
EWS iShares MSCI Singapore ETF
-0.98%
-$8,808.34 
FNDF Schwab Fundamental International Large Company Index ETF
-0.95%
-$31,453.42 
EFA iShares MSCI EAFE ETF
-0.93%
-$4,006.1 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$57,761.29 
VLUE iShares MSCI USA Value Factor ETF
-0.9%
-$8,312.77 
EQNR Equinor ASA Sponsored ADR
-0.8%
-$25,731.79 
EZU iShares MSCI Eurozone ETF
-0.79%
-$8,802.3 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.77%
-$3,185.62 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.77%
-$20,535 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$9,493.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$30,330.4 
IVV iShares Core S&P 500 ETF
-0.75%
-$23,202.84 
VOO Vanguard S&P 500 ETF
-0.74%
-$8,344.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$4,370.81 
IWB iShares Russell 1000 ETF
-0.67%
-$14,012.47 
VGK Vanguard FTSE Europe ETF
-0.48%
-$2,068.47 
F Ford Motor Company
-0.39%
-$677.49 
IWM iShares Russell 2000 ETF
-0.35%
-$2,429.68 
IVZ Invesco Ltd.
-0.3%
-$958.5 
OXY Occidental Petroleum Corporation
-0.27%
-$518.23 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.26%
-$3,801.76 
JETS U.S. Global Jets ETF
-0.26%
-$1,804.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$2,078.78 
MUB iShares National Muni Bond ETF
-0.13%
-$297.78 
VO Vanguard Mid-Cap ETF
-0.13%
-$5,170.2 
EDV Vanguard Extended Duration Treasury ETF
-0.12%
-$233.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$675.3 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$16,693.15 
IEF iShares 7-10 Year Treasury Bond ETF
-0.06%
-$160.44 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$5,998.28 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
-0.05%
-$368.23 
SRE Sempra
-0.04%
-$84.91 
VIV Telefonica Brasil S.A. ADR
-0.04%
-$995.56 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$498.68 
BAC Bank of America Corporation
-0.02%
-$143.89 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$1,770.1 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$66.38 Events
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Dividends
Dividend Analysis
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| Trades 1088 | Longs Won 741/1088 68% | Profit Factor 4.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,913.81 |
| Average Win $157,943.37 | Best Trade (Mar 31) $8.4M | Sharpe Ratio -9.98 |
| Average Loss -$81,885.74 | Worst Trade (Jul 15) -$3.01M | Z-Score 8.65 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $81,812.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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